The AI Investor Podcast
Join Eric Bleeker and Austin Smith from 24/7 Wall St as they discuss how artificial intelligence technology is quickly flowing through the global economy - leading to massive changes and opportunities for forward-looking investors. The AI Investor Podcast from 24/7 Wall St. explains, in practical and accessible terms, why AI is such a disruptive and exciting technology and shows investors how they can potentially position their portfolios to benefit from these game-changing shifts.
Episodes
29 episodes
Eric Speaks With Simon Erickson
This week, Eric Bleeker of The AI Investor Podcast caught up with 7investing CEO Simon Erickson to discuss a variety of topics including space investment opportunities, a technology that could give ASML Holding an advantage over the competition...
•
40:05
GPT-5, Machines that Make Chips, and 2 New Small Cap AI Stocks I'm Buying
In the latest episode of The AI Investor Podcast, Austin and Eric cover a wide range of subjects including the latest updates for GPT-5, new stocks that could be worth a portfolio add, and how the world of artificial intelligence could contribu...
•
Season 1
•
Episode 27
•
56:51
Bonus Episode 8/12/25: Q & A
In this special bonus episode of The AI Investor Podcast, Austin and Eric are answering viewer questions and share their personal introductions to the stock market.
•
27:04
Earningspalooza, The First Portfolio Sell, and The Hunt For The Next Great YOLO Investment
In today's episode Eric and Austin discuss the phenomenal quarter from Meta and Microsoft, Amazon's disappointing numbers, earnings from Vertiv, ServiceNow, and Cloudflare. Eric issues the first ever sell in the AI Investor Portfoli...
•
56:06
Prometheus Unbound: The Expansion of AI Data Centers
In this episode of The AI Investor Podcast, Eric and Austin discuss a successful week in stocks, provide insight on when to avoid investments as it pertains to artificial intelligence and break down just how big Mark Zuckerberg is going with hi...
•
Season 1
•
Episode 25
•
57:03
AI Researchers Are The New Rockstars
In today's episode, Eric and Austin discuss the intense rebound in the S&P 500 and The AI Portfolio, as well as Mark Zuckerberg's big ticket shopping spree, soaring compute and revenue run rates, how AI may impact healthcare, and the two bi...
•
Season 1
•
Episode 24
•
45:36
Waymo, AI Acceleration, And a Surprise Addition To The Portfolio
In today's episode, Eric and Austin discuss Waymo, what earnings reveal about an expected AI slowdown, Meta's nine-figure bets on talent, and deploy the remaining funds in the $500,000 portfolio with a surprise investment.
•
45:32
AI Enters The Cold War Chapter
In this episode of The AI Investor Podcast, Eric and Austin discuss the AI race entering The Cold War era, Nvidia's earnings, Saudi Arabia's mega investments, AI powered robotics, and more.
•
Episode 22
•
52:41
Full Speed Ahead! Hyperscalers Continue to Double Down on AI
In this episode, David Hanson and Eric Bleeker discuss earnings and guidance from some of the market's most important AI players, including Meta, Microsoft, Amazon, and more.
•
Season 1
•
Episode 20
•
42:14
Stocks We're Buying During the Tariff-Tantrum + How AI Companies Might Be Impacted
In this episode, David Hanson and Eric Bleeker walk through the potential impact of a trade war or a recession on companies operating at the center of the AI revolution. Eric also shares the names of the companies to which he has continued to a...
•
Season 1
•
Episode 19
•
45:03
These Optical Stocks Could Be Set to Ride an AI Supercycle
In this episode, David Hanson and Eric Bleeker discuss the biggest AI headlines grabbing their attention this week.Additionally, Eric interviews Austin Bohlig from Industrial Tech Stock Analyst on the big opportunity in front of optical...
•
Season 1
•
Episode 18
•
52:48
Recession or Huge Buying Opportunity?
In this episode, David Hanson and Eric Bleeker take stock of every company inside the AI portfolio and weigh in on the recession fears that have taken over the market.Additionally, Eric dives into earnings from 3 critical companies in t...
•
Season 1
•
Episode 17
•
47:34
Powering Through the AI Market Sell-Off and the Best Stocks to Add to Right Now
In this episode, David Hanson and Eric Bleeker dive into the recent volatility hitting many AI-focused companies. Despite the rising sense of fear and uncertainty, Eric unloads his rant on why the market is missing the bigger (and longer-term) ...
•
Season 1
•
Episode 16
•
45:25
The #1 Stock for the AI Revolution in Software Development + an Earnings Reviews from the $500,000 AI Portfolio
Join David Hanson and Eric Bleeker as they discuss Europe's $100-Billion jump in AI and earnings from several of the companies Eric has backed in his $500,000 AI portfolio. Additionally, Eric shares the details behind an exciting new company he...
•
Season 1
•
Episode 15
•
53:01
5 Stocks We're Buying After the Dramatic 'DeepSeek Selloff'
Eric Bleeker and David Hanson dissect the recent market-moving news coming out of China and the company DeepSeek and the potential impact on the AI landscape. Eric dispels some of the false narratives being circulated in the media and shares ho...
•
Season 1
•
Episode 14
•
45:22
5 AI Stocks That Could Benefit From the Stargate's $500 Billion Vision
David Hanson and Eric Bleeker break down the buzz around “Stargate” and its massive $500 billion (or is it $10 billion?) investment headlines — figuring out what’s real and what might be just PR spin. They also dig into SK Hynix’s earnings (inc...
•
Season 1
•
Episode 13
•
23:25
The Giant AI Market Poised to Grow 26X and 3 Stocks Set to Benefit
In this episode, David Hanson and Eric Bleeker look at this week’s wildest and most exciting headlines and break down earnings from Taiwan Semiconductor. Next, Eric gives a deep dive into a fast-growing market segment that is expected to balloo...
•
Season 1
•
Episode 12
•
52:03
3 AI Stocks That Could Double in 2025 + a Full Review of the $500K AI Portfolio
In this episode, David Hanson and Eric Bleeker dive in and do a full review of all 15 stocks currently held in the $500,000 AI Portfolio that Eric is managing in full view of listeners. Eric breaks down the major trends he's aiming to capitaliz...
•
Season 1
•
Episode 11
•
45:44
.png)
A Top AI Stock to Buy for 2025 + Did OpenAI Just Show Us the Future of AI?
In the first episode of the new year, Eric Bleeker and David Hanson discuss OpenAI's latest breakthrough and AI stocks' hot start to 2025. They also touch on NVIDIA's sharp rebound and the company's still-enviable position in the market.
•
Season 1
•
Episode 10
•
41:09
Broadcom Takes Center Stage in the AI Supercycle and One Software Stock to Buy
In this episode, Eric Bleeker and David Hanson discuss the market's most volatile parts, explain Broadcom's sudden surge to a $1T+ market cap, and share Eric's latest buy in his $500,000 portfolio.Follow complete coverage of all of Eric...
•
Season 1
•
Episode 9
•
43:19
A Top AI Stock Surges 50% in a Single Day, Elon's Big Bet, and 3 Stocks to Buy Today
In this episode, Eric Bleeker and David Hanson take the pulse of the market, exploring whether the "Next Wave' of AI is truly beginning. They dive into the latest earnings reports from Marvell (MRVL) and Credo (CRDO), unpack the rationale behin...
•
Season 1
•
Episode 8
•
40:56
Can AI Propel Tesla to $700 Per Share? Bonus Episode with 7investing's Simon Erickson
On this bonus episode of the AI Investor Podcast from 24/7 Wall St, Eric Bleeker sits down with Simon Erickson to bring a new voice to the AI conversation. Eric and Simon discuss Tesla's path to $700 per share, a huge potential IPO in 2025, and...
•
Season 1
•
Episode 8
•
40:50
.png)
Is AI Hitting a Wall? Plus NVIDIA's Earnings and a $6.2 Million Banana
Eric Bleeker and David Hanson take the temperature of the market's euphoria, dive into NVIDIA's latest earnings report, and discuss the various paths AI might take in the months and years ahead. And finally, Eric shares the latest addition to h...
•
Season 1
•
Episode 7
•
41:22
What the Trump Win Could Mean for AI + 4 New Trades for the $500K Portfolio
Eric Bleeker and David Hanson explain what recent results from the hyperscalers mean for the broader AI landscape, speculate on what the Trump presidency might do for the tech industry, and share the details of Eric's latest buys in the AI port...
•
Season 1
•
Episode 6
•
41:45
Two New Buys in the Portfolio, ASML's Recent Nosedive, and an Overvalued AI Stock.
Eric Bleeker and David Hanson address whether ASML is a "Buy" after its recent pullback, discuss the large-cap tech stock most likely to disappoint, break down the implications of using nuclear to power AI, and share the details of Eric's lates...
•
Season 1
•
Episode 5
•
40:49